Filed: 7/25/2025ACC: 0001858789-25-000006
📋 What this filing means
YOUSIF CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 1917 equity positions with a total reported market value of $9.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1917
Positions
$9.28B
Total AUM (reported)
101.54M
Total Shares
Allocation by class
COM$8.43B90.8%
RT$306.14M3.3%
ETF$279.69M3.0%
ADR$194.81M2.1%
MUT$69.49M0.7%
WT$0.000.0%
Portfolio Concentration
Top 3$1.28B13.8%
4–10$1.07B11.5%
11–25$875.52M9.4%
Rest$6.05B65.2%
Top 3 weight
13.8%
Top 10 weight
25.4%
Voting Authority Distribution
Total shares with voting rights: 101.54M
Sole
Full voting authority
15.91M
shares
% of voting shares15.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
85.62M
shares
% of voting shares84.3%
Investment Discretion (by position count)
Sole1917
Shared0
Other0
Dominant voting typeNone · 84.3% of voting shares
Institutional Holdings1917
Rows:
Microsoft Corp
SOLEShares907.45K
TypeSH
Market value$451.38M
4.86%
Sole
192.61K
Shared
0.00
None
714.84K
NVidia Corp
SOLEShares2.85M
TypeSH
Market value$450.57M
4.86%
Sole
571.28K
Shared
0.00
None
2.28M
Apple Inc
SOLEShares1.85M
TypeSH
Market value$380.16M
4.10%
Sole
393.77K
Shared
0.00
None
1.46M
Amazon.Com Inc
SOLEShares1.16M
TypeSH
Market value$254.07M
2.74%
Sole
252.14K
Shared
0.00
None
905.95K
Meta Platforms Inc
SOLEShares271.81K
TypeSH
Market value$200.62M
2.16%
Sole
59.58K
Shared
0.00
None
212.23K
Broadcom Inc
SOLEShares565.95K
TypeSH
Market value$156.00M
1.68%
Sole
115.26K
Shared
0.00
None
450.69K
Alphabet Inc Cap Stock Cl A
SOLEShares715.80K
TypeSH
Market value$126.14M
1.36%
Sole
139.79K
Shared
0.00
None
576.01K
Berkshire Hathaway Inc Cl B
SOLEShares241.16K
TypeSH
Market value$117.15M
1.26%
Sole
57.22K
Shared
0.00
None
183.94K
JPMorgan Chase & Co
SOLEShares374.92K
TypeSH
Market value$108.69M
1.17%
Sole
93.57K
Shared
0.00
None
281.36K
Tesla Inc
SOLEShares339.68K
TypeSH
Market value$107.90M
1.16%
Sole
74.41K
Shared
0.00
None
265.27K
Alphabet Inc Cap Stock Cl C
SOLEShares579.78K
TypeSH
Market value$102.85M
1.11%
Sole
113.67K
Shared
0.00
None
466.11K
Visa Inc Cl A
SOLEShares209.52K
TypeSH
Market value$74.39M
0.80%
Sole
41.56K
Shared
0.00
None
167.96K
Exxon Mobil Corp
SOLEShares663.25K
TypeSH
Market value$71.50M
0.77%
Sole
144.24K
Shared
0.00
None
519.01K
Netflix Inc
SOLEShares50.73K
TypeSH
Market value$67.93M
0.73%
Sole
9.91K
Shared
0.00
None
40.81K
Lilly Eli & Co
SOLEShares81.19K
TypeSH
Market value$63.29M
0.68%
Sole
12.44K
Shared
0.00
None
68.75K
Costco Wholesale Corp
SOLEShares58.06K
TypeSH
Market value$57.48M
0.62%
Sole
13.37K
Shared
0.00
None
44.69K
Mastercard Inc Cl A
SOLEShares100.20K
TypeSH
Market value$56.31M
0.61%
Sole
20.28K
Shared
0.00
None
79.92K
Wal-Mart Inc
SOLEShares546.80K
TypeSH
Market value$53.47M
0.58%
Sole
162.49K
Shared
0.00
None
384.31K
Johnson & Johnson
SOLEShares330.69K
TypeSH
Market value$50.51M
0.54%
Sole
64.76K
Shared
0.00
None
265.93K
Procter & Gamble Co
SOLEShares310.81K
TypeSH
Market value$49.52M
0.53%
Sole
54.99K
Shared
0.00
None
255.82K
Home Depot Inc
SOLEShares129.71K
TypeSH
Market value$47.56M
0.51%
Sole
30.30K
Shared
0.00
None
99.40K
Ishares Msci India Etf
SOLEShares829.08K
TypeSH
Market value$46.16M
0.50%
Sole
0.00
Shared
0.00
None
829.08K
Intl Business Machines
SOLEShares153.79K
TypeSH
Market value$45.33M
0.49%
Sole
32.33K
Shared
0.00
None
121.46K
Oracle Corp
SOLEShares206.28K
TypeSH
Market value$45.10M
0.49%
Sole
42.81K
Shared
0.00
None
163.47K
Abbvie Inc
SOLEShares237.79K
TypeSH
Market value$44.14M
0.48%
Sole
39.80K
Shared
0.00
None
197.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 907.45K | SH | $451.38M 4.86% | 192.61K | 0.00 | 714.84K |
NVidia CorpSOLE | COM | 2.85M | SH | $450.57M 4.86% | 571.28K | 0.00 | 2.28M |
Apple IncSOLE | COM | 1.85M | SH | $380.16M 4.10% | 393.77K | 0.00 | 1.46M |
Amazon.Com IncSOLE | COM | 1.16M | SH | $254.07M 2.74% | 252.14K | 0.00 | 905.95K |
Meta Platforms IncSOLE | COM | 271.81K | SH | $200.62M 2.16% | 59.58K | 0.00 | 212.23K |
Broadcom IncSOLE | COM | 565.95K | SH | $156.00M 1.68% | 115.26K | 0.00 | 450.69K |
Alphabet Inc Cap Stock Cl ASOLE | COM | 715.80K | SH | $126.14M 1.36% | 139.79K | 0.00 | 576.01K |
Berkshire Hathaway Inc Cl BSOLE | COM | 241.16K | SH | $117.15M 1.26% | 57.22K | 0.00 | 183.94K |
JPMorgan Chase & CoSOLE | COM | 374.92K | SH | $108.69M 1.17% | 93.57K | 0.00 | 281.36K |
Tesla IncSOLE | COM | 339.68K | SH | $107.90M 1.16% | 74.41K | 0.00 | 265.27K |
Alphabet Inc Cap Stock Cl CSOLE | COM | 579.78K | SH | $102.85M 1.11% | 113.67K | 0.00 | 466.11K |
Visa Inc Cl ASOLE | COM | 209.52K | SH | $74.39M 0.80% | 41.56K | 0.00 | 167.96K |
Exxon Mobil CorpSOLE | COM | 663.25K | SH | $71.50M 0.77% | 144.24K | 0.00 | 519.01K |
Netflix IncSOLE | COM | 50.73K | SH | $67.93M 0.73% | 9.91K | 0.00 | 40.81K |
Lilly Eli & CoSOLE | COM | 81.19K | SH | $63.29M 0.68% | 12.44K | 0.00 | 68.75K |
Costco Wholesale CorpSOLE | COM | 58.06K | SH | $57.48M 0.62% | 13.37K | 0.00 | 44.69K |
Mastercard Inc Cl ASOLE | COM | 100.20K | SH | $56.31M 0.61% | 20.28K | 0.00 | 79.92K |
Wal-Mart IncSOLE | COM | 546.80K | SH | $53.47M 0.58% | 162.49K | 0.00 | 384.31K |
Johnson & JohnsonSOLE | COM | 330.69K | SH | $50.51M 0.54% | 64.76K | 0.00 | 265.93K |
Procter & Gamble CoSOLE | COM | 310.81K | SH | $49.52M 0.53% | 54.99K | 0.00 | 255.82K |
Home Depot IncSOLE | COM | 129.71K | SH | $47.56M 0.51% | 30.30K | 0.00 | 99.40K |
Ishares Msci India EtfSOLE | ETF | 829.08K | SH | $46.16M 0.50% | 0.00 | 0.00 | 829.08K |
Intl Business MachinesSOLE | COM | 153.79K | SH | $45.33M 0.49% | 32.33K | 0.00 | 121.46K |
Oracle CorpSOLE | COM | 206.28K | SH | $45.10M 0.49% | 42.81K | 0.00 | 163.47K |
Abbvie IncSOLE | COM | 237.79K | SH | $44.14M 0.48% | 39.80K | 0.00 | 197.98K |
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